Other · DOL Form 5500 · 2022
Scholarship America Inc Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 210
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $32,261
- Avg per participant Low balance/head
Official DOL plan name: Scholarship America 403(b) Retirement Plan · Sponsored by Scholarship America Inc · Minnesota · Other Services
$7M in assets, 210 participants
Scholarship America Inc's Scholarship America 403(b) Retirement Plan reported $7M in total assets and 210 participants in its 2022 DOL Form 5500 filing, ranking in the 57th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #6,219 in Other Services (8,398 peers)
Coverage in Minnesota
Scholarship America 403(b) Retirement Plan covers 210 participants in Minnesota, about 19% of the average Minnesota filer (state average ~1,126 per filing). Assets: $7M.
- #6,219
- in Other Services (8,398 peers)
- -17.3%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Scholarship America 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers
Scholarship America 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,774,777 Top 43% higher than 57% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Scholarship America 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Scholarship America 403(b) Retirement Plan sits mid-pack in the medium band (210 participants).
DOL schedule card
Filing strip 042296967 · Scholarship America Inc PY 2022 · Other
Scholarship America 403(b) Retirement Plan · $7M · 210 · 57th
- EBSA $7M
- EBSA 210
- EBSA 57th
- EBSA Other
- EBSA near Hawkeye Area Community Action Program Retirement Plan
- EBSA ind #6219
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Minnesota →
Scholarship America 403(b) Retirement Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$1M |
| Employer EIN | 042296967 |
| Plan Effective Date | 2010-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Scholarship America Inc)
Sponsor-wide plan assets over time
All Scholarship America Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 41.72882738428143% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 210 | $7M |
| 2023 | 1 | 195 | $8M |
| 2024 | 1 | 198 | $10M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $9.5B · 80,932
- Centracare Health System 403(b) Plan $739M · 10,840
- Childrens Hospitals and Clinics Matched Savings Plan $692M · 5,009
- Carpenters & Joiners Defined Contribution Plan $583M · 20,332
- University of St. Thomas Retirement Plan $358M · 2,317
Scholarship America 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Hawkeye Area Community Action Program Retirement Plan in IA ($7M); by covered participants it is Maryville College Defined Contribution Retirement in TN (210 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (210 participants); asset peers above are excluded.
- Maryville College Defined Contribution Retirement (TN) 210 · 0 off
- 403b Thrift Plan of Planned Parenthood of Michigan (MI) 210 · 0 off
- Mccurtain Memorial Hospital Retirement Savings Plan (OK) 210 · 0 off
- Winrock International Institute for Agricultural Development Defined Contribution Plan (AR) 210 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.